SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.


Address: Melbourne, VIC 3004, Australia

SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD. (Licence# 000244565) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is January 1, 2004.

Service Overview

Register Name AFS Licence
Licence Name SECURITY NATIONAL FINANCIAL SERVICES PTY. LTD.
Licence Number 000244565
Licence ABN 54007375420
Issue Date 2004-01-01
Pre FSR Pre FSR (Financial Services Reform) Role and Licence Number:
SecDlr 016209
InsLif 90179
Locality MELBOURNE
State VIC
Postcode 3004
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • deposit products other than basic deposit products;
    • derivatives limited to:
      • old law securities options contracts and warrants;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products including:
      • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
      • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; and
      • superannuation; and
  • deal in a financial product by:
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
      • deposit and payment products limited to:
        • basic deposit products;
      • deposit products other than basic deposit products;
      • derivatives limited to:
        • old law securities options contracts and warrants;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products including:
        • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
        • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001248217 BENJAMIN JOHN STOKES Current 2016-09-27
001006511 MICHAEL IBBOTSON Current 2015-03-01
001006512 KEITH LAWSON Current 2015-03-01
001006514 DANIEL MCINTOSH Current 2015-03-01
000230572 PETER ROBERT BUDGE Current 2008-07-01
000324780 MICHAEL PAPPAS Ceased 2008-05-01
000253742 SAMUEL DAVID BALL Ceased 2004-01-07
000257922 ION W WHYKES Ceased 2004-01-01

Office Location

Locality MELBOURNE
State VIC
Postcode 3004
Country Australia

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BOUTIQUE WEALTH AUSTRALIA PTY. LTD. 2017-05-01 Melbourne, VIC 3004, Australia
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Competitor

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Postal Code 3004

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.